OR-Hillsborough Relationship Manager Trainee - Farm and Ranch Clients

AMERICAN SENIOR BENEFITS LLC

$79K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Self-motivated and coachable personality
  • Strong professional communication skills
  • Genuine interest in finance and retirement planning
  • Desire to help others achieve financial goals
  • Ag background beneficial but not mandatory

Responsibilities

  • Engage with established clients to assess their financial needs
  • Learn a successful advisory process through mentorship
  • Host appointments with diverse clients including farmers and ranchers
  • Cultivate long-term relationships built on trust
  • Gain expertise in various financial strategies including retirement and income planning

Benefits

  • Comprehensive training program
  • Access to an existing client book
  • Qualified leads and appointment opportunities provided
  • Continuous mentorship from experienced advisors
  • Support for professional licensing
  • Opportunities for long-term growth and business ownership
Full Job Description
Overview

We are seeking a motivated individual to train as a Financial Advisor serving an existing book of business made up primarily of farmers, ranchers, and agricultural families throughout the Pacific Northwest.

No existing book of business is required. We provide training, mentorship, and qualified opportunities to help you build a successful practice.

 

 

Responsibilities

What You’ll Do as a Financial Services Professional:

  • Work with established clients to review financial goals and retirement planning needs• Learn a proven advisory process through hands-on training and mentorship• Conduct appointments with individuals, families, farmers, and ranchers• Build long-term client relationships based on trust and service• Develop expertise in retirement, wealth accumulation, income planning, and asset protection strategies

What We Provide:• Comprehensive training program• Existing book of business• Qualified leads and appointment opportunities• Ongoing mentorship from experienced advisors• Professional licensing support, if needed• Long-term growth and ownership opportunities

Qualifications

What Sets You Up for Success Here:

• Self-motivated and coachable• Professional communication skills• Interest in finance, retirement planning, or helping others achieve financial goals• Agricultural background is helpful but not required

Schedule:• Monday–Thursday: Full business hours• Friday: Limited hours• No evenings required• No weekend prospecting

 

Compensation:Competitive compensation package with significant long-term income potential.

 

If you’re looking for a career where you can serve hardworking families, receive world-class training, and build a business with long-term value, we’d like to talk with you.

CompensationUSD $79,999.00 - USD $125,000.00 /Yr.

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